Personal Banker Jobs in Miami Beach, FL
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
Personal Banker-Bilingual Spanish Preferred-West Gables (Miami, FL)
- Miami, FL (3 miles from Miami Beach, FL)
- 1 day ago
- Miami, FL (3 miles from Miami Beach, FL)
- 1 day ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker- Bilingual Spanish Preferred-Skylake Branch (North Miami Beach, FL)
- North Miami Beach, FL (12 miles from Miami Beach, FL)
- 1 day ago
- North Miami Beach, FL (12 miles from Miami Beach, FL)
- 1 day ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Coral Gables, FL (8 miles from Miami Beach, FL)
- 2 days ago
- Coral Gables, FL (8 miles from Miami Beach, FL)
- 2 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Coral Gables, Florida. Bilingual Spanish Preferred....
Personal Banker - Safe Act - Pembroke Pines
- Pembroke Pines, FL (16 miles from Miami Beach, FL)
- 5 days ago
- Pembroke Pines, FL (16 miles from Miami Beach, FL)
- 5 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Personal Banker Personal Banker
- Hollywood, FL (17 miles from Miami Beach, FL)
- 6 days ago
- Hollywood, FL (17 miles from Miami Beach, FL)
- 6 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Hollywood, FL Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women...
Financial Advisor-Doral, Florida Financial Advisor-Doral, Florida
- Doral, FL (10 miles from Miami Beach, FL)
- 6 days ago
- Doral, FL (10 miles from Miami Beach, FL)
- 6 days ago
Financial Advisor-Doral, Florida TD Bank 4.1 ( ) Doral, FL Why you should apply for a job to TD Bank : Ranked as one of the 4.1/5 in overall job satisfaction 4.8/5 in supportive management 81% say...
Financial Advisor - PNC Investments Financial Advisor - PNC Investments
- Aventura, FL (12 miles from Miami Beach, FL)
- 6 days ago
- Aventura, FL (12 miles from Miami Beach, FL)
- 6 days ago
Financial Advisor - PNC Investments PNC Financial Services Group 3.6 ( ) Aventura, FL Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive...
Private Client Banker - Miramar Commons - Miramar, FL
- Miramar, FL (16 miles from Miami Beach, FL)
- 7 days ago
- Miramar, FL (16 miles from Miami Beach, FL)
- 7 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Investment Counselor (Financial Advisor Alternative). Job in Bay Harbor Islands Gr8Jobs
- Bay Harbor Islands, FL (9 miles from Miami Beach, FL)
- 11 days ago
- Bay Harbor Islands, FL (9 miles from Miami Beach, FL)
- 11 days ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
Personal Banker SAFE Act - Bilingual English/Spanish Preferred- Surfside Branch
- Surfside, FL (9 miles from Miami Beach, FL)
- 13 days ago
- Surfside, FL (9 miles from Miami Beach, FL)
- 13 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Private Client Banker - Biscayne and 69th - Miami, FL
- Miami, FL (3 miles from Miami Beach, FL)
- 20 days ago
- Miami, FL (3 miles from Miami Beach, FL)
- 20 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker SAFE Act- Bilingual English/Spanish Preferred- Tamiami Branch
- Miami, FL (3 miles from Miami Beach, FL)
- 20 days ago
- Miami, FL (3 miles from Miami Beach, FL)
- 20 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Financial Advisor - Aventura, FL
- Aventura, FL (12 miles from Miami Beach, FL)
- 21 days ago
- Aventura, FL (12 miles from Miami Beach, FL)
- 21 days ago
Work Location: Aventura, Florida, United States of America Hours: 40 Pay Details: $90,000 - $90,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Financial Advisor - Ft. Lauderdale/Miami/Boca Raton
- Fort Lauderdale, FL (24 miles from Miami Beach, FL)
- 24 days ago
- Fort Lauderdale, FL (24 miles from Miami Beach, FL)
- 24 days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
- Fort Lauderdale, FL (24 miles from Miami Beach, FL)
- 24 days ago
- Fort Lauderdale, FL (24 miles from Miami Beach, FL)
- 24 days ago
Banker job family....
Demographic Data for Miami Beach, FL
Moving to Miami Beach, FL? Find some basic demographic data about Miami Beach, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Miami Beach, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Miami Beach, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »